Riverchase Wealth Management, LLC

Riverchase Wealth Management, LLC is an investment advisory firm specializing in financial planning, investment management services, and retirement plan consulting. Established on March 9, 2011, in Texas, the firm requires clients to enter into written agreements before providing services. Services offered include financial planning based on fixed fees, with detailed analysis and recommendations in areas such as cash flow, investment planning, tax planning, and estate planning. Initial consultations are complimentary, with subsequent planning consultations and comprehensive financial plans available for a fee. The firm manages discretionary assets totaling $211,957,507 as of December 31, 2024, with a minimum account size of $250,000 for investment management services, potentially waived based on client needs. Riverchase Wealth Management acts as a fiduciary, providing ongoing portfolio management services tailored to individual client goals, risk tolerance, and time horizon. The firm does not accept performance-based fees, ensuring alignment with client interests. Clients have investment discretion but can terminate discretionary authorization at any time. Riverchase Wealth Management does not accept voting authority for client securities and has not faced any bankruptcy petitions in the past ten years.